Edit Projection Information Dialog Box

The Edit Projection Information dialog box is where you define the settings for a projection.

Using This Dialog Box

From the client's historical statement, click the Projections link at the top of the screen, which brings up the Select Projection dialog box.
In the Select Projection dialog box, click the projection you want to edit. Alternatively, you can right-click the projection title and choose Edit.
Click and choose Projection Information. The Edit Projection Information dialog box appears.
Make desired modifications to the fields of the dialog box (see below).
Click OK to close the dialog box.

The following table provides information regarding the fields in the Edit Projection Information dialog box.

Field Name	Required Field?	Description
Scenario Name	Yes	Edit the name of this projection spreadsheet to fit your specific naming convention. Each of a client's projections must have a unique name
Historical Basis	Automatically recorded	The period on which the projection is based.
Title for EF Line	Yes	Asset: Excess Funds (EF). This account is treated like cash. You can customize the title for this line.
Title for AFR Line	Yes	Liability: Additional Funds Required (AFR). This account is treated like short-term debt. You can customize the title for this line.
Average Based On __ Historical Period(s)	Automatically recorded	Type a number here to indicate how much historical data you want to use for the initial projection.
Number of Periods	Yes	Type the number of periods you want to project.
Projection Periods	Yes	Click a period to bring up the Edit Months dialog box. Here you can enter the number of months desired for a period.
Comments	No	Enter any comments you have about this projection.
External Comment	No	Indicates if the comment will be shared with other departments/organizations outside your own.
Last Updated	Automatically recorded	Date the projection information was last updated.
Last Updated By	Automatically recorded	Person who last updated the projection information.
Created Date	Automatically recorded	Date the projection information was originally created.
Created By	Automatically recorded	Person who originally created the projection information.